Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason O'Meara is a financial advisor at Mercer Global Advisors Inc., with over 10 years of experience in the industry. Jason holds Series 6, 63 and 65 licenses and is a Certified Financial Planner. Jason is a dedicated advisor and is passionate about helping clients achieve their financial goals. At Mercer Global Advisors Inc., Jason offers a variety of services to meet the needs of his clients, including financial planning, investment management, and retirement planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Trust services, estate planning, tax return preparation, consultation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
11/15/2021 - Present
Mercer Global Advisors Inc. (Radnor PA)
PA
08/31/2017 - 02/28/2018
LPL FINANCIAL LLC (DOYLESTOWN PA)
CO
01/05/2017 - 08/31/2017
THE LEADERS GROUP, INC. (LITTLETON CO)
PA
07/04/2011 - 01/13/2017
PRUCO SECURITIES, LLC. (CHALFONT PA)
PA
02/19/2014 - 02/21/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (BERWYN PA)
IA
Issued 05/13/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Jason O'Meara is the right advisor for you? Invested Better is here to help.
